Super funds
Visit the sections below to learn more about how super funds work
As a first step, the following are key articles that explore how super funds work.
Set out below are the latest articles that relate to super funds.
Super fund mergers: What does it mean for members?
The urge to merge is gaining momentum among super funds, leaving members to weigh up the costs and benefits.
Super fees and returns calculator
When comparing super fund performance, the important figure is returns net of fees over the long term. Our calculator allows you to work this out and more.
Super fund performance: Monthly returns to May 2022
Super fund returns fell 1% in May on a world of worries that have worsened since, pointing to negative returns this financial year.
Super fund performance reckoner: Monthly returns for 5 investment categories
In our reckoner below you can view the median monthly investment returns for 5 superannuation investment options going back to January 2016.
Member direct vs SMSFs
Many large superannuation funds now offer a member direct option which can be a good training ground for anyone considering an SMSF.
Members benefit from more superannuation board diversity
More women and people of diverse backgrounds on superannuation fund boards should translate to better outcomes for members.
Super funds of the year awards: Best super funds for 2022
In its first year as a public offer fund, UniSuper has won the top all-rounder gong awarded by both Chant West and SuperRatings.
Pension funds of the year 2022: What makes a winner?
Until now, the top pension fund award has been a two-horse race. But as more members retire, other funds are rising to the challenge.
How to read a super fund PDS
Are you and your super fund a perfect match? All will be revealed in your fund’s product disclosure statement.
How to create an investment portfolio in retirement
By the time you retire you may think you know a thing or two about investing. But retirement raises new challenges, especially when it comes to structuring your income.
Super and pension fund performance: Where does your fund rank?
Now updated to 31 March 2022. Have you ever looked at your super fund’s investment returns and wondered how your fund compares with similar funds? Is it a consistently high performer or an inveterate underachiever?
Pension fund rankings: All Growth category (96–100%)
On this page you can find the quartile performance and quartile rankings for pension funds in the All Growth category for the period to 31 December 2020.
Pension fund rankings: High Growth category (81–95%)
On this page you can find the quartile performance and quartile rankings for pension funds in the High Growth category for the period to 31 December 2020.
Pension fund rankings: Growth category (61–80%)
On this page you can find the quartile performance and quartile rankings for pension funds in the Growth category for the period to 31 December 2020.
Pension fund rankings: Balanced category (41–60%)
On this page you can find the quartile performance and quartile rankings for pension funds in the Balanced category for the period to 31 December 2020.
